JMPWA
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JP Morgan Private Wealth Advisors’s Copart CPRT Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CPRT Stock Details CPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3.57M Sell
82,760
-612
-0.7% -$27.2K 0.01% 579
2023
Q2 		$3.8M Sell
83,372
-170,798
-67% -$7.08M 0.02% 386
2023
Q1 		$9.56M Buy
254,170
+504
+0.2% +$17.1K 0.02% 438
2022
Q4 		$7.72M Buy
253,666
+6,434
+3% +$193K 0.02% 481
2022
Q3 		$6.58M Buy
247,232
+85,684
+53% +$2.55M 0.02% 490
2022
Q2 		$4.39M Buy
161,548
+2,296
+1% +$65.4K 0.01% 606
2022
Q1 		$5M Sell
159,252
-17,628
-10% -$560K 0.01% 614
2021
Q4 		$6.71M Buy
176,880
+6,444
+4% +$239K 0.01% 537
2021
Q3 		$5.91M Sell
170,436
-7,956
-4% -$284K 0.01% 555
2021
Q2 		$5.88M Sell
178,392
-9,268
-5% -$287K 0.02% 548
2021
Q1 		$5.09M Sell
187,660
-7,208
-4% -$203K 0.02% 505
2020
Q4 		$6.2M Sell
194,868
-12,556
-6% -$366K 0.02% 434
2020
Q3 		$5.45M Buy
207,424
+16,132
+8% +$391K 0.02% 413
2020
Q2 		$3.98M Sell
191,292
-79,568
-29% -$1.6M 0.02% 412
2020
Q1 		$4.64M Buy
270,860
+55,584
+26% +$1.24M 0.03% 364
2019
Q4 		$4.89M Buy
215,276
+2,992
+1% +$63.9K 0.02% 427
2019
Q3 		$4.26M Sell
212,284
-48,764
-19% -$947K 0.02% 439
2019
Q2 		$4.88M Buy
261,048
+2,752
+1% +$47.2K 0.03% 390
2019
Q1 		$3.91M Buy
258,296
+4,600
+2% +$62.5K 0.02% 457
2018
Q4 		$3.03M Buy
253,696
+211,068
+495% +$2.61M 0.02% 476
2018
Q3 		$549K Buy
42,628
+4,360
+11% +$65.1K ﹤0.01% 1036
2018
Q2 		$541K Sell
38,268
-2,176
-5% -$29.5K ﹤0.01% 983
2018
Q1 		$515K Buy
40,444
+3,724
+10% +$43.1K ﹤0.01% 861
2017
Q4 		$397K Buy
36,720
+108
+0.3% +$1.05K ﹤0.01% 953
2017
Q3 		$315K Buy
+36,612
New +$293K ﹤0.01% 1002

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CPRT Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Copart (CPRT) stake by 0.73% in Q3 2023, selling an estimated $27.2K and leaving 82,760 shares worth $3.57M. The position accounts for 0.01% of the portfolio, ranked #579.

JP Morgan Private Wealth Advisors first reported a position in CPRT in Q3 2017 and has held it in 25 quarters since. The position peaked at $9.56M in Q1 2023. 983 funds tracked by Wall St. Rank hold CPRT as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 82,760 shares of Copart worth $3.57M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 612 Copart shares in Q3 2023, an estimated $27.2K.
  • Copart made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #579 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Copart in Q3 2017 and has held it in 25 quarters since.
  • JP Morgan Private Wealth Advisors's Copart position peaked at $9.56M in Q1 2023.
  • 983 funds tracked by Wall St. Rank held Copart as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.